Assessment Template Configuration

The following instructions detail how to show SIMS assessment results in Xpressions so that they are visible to parents. This requires a subscription to Enhanced Xpressions and will not function if you only use the Core service. For more information on Enhanced Xpressions, click here.

The following steps are carried out in SIMS. This user guide has been provided to assist you with the configuration required for Assessment records to display in Xpressions. However specifics relating to SIMS are outside of the support boundaries of Groupcall. As such, if you encounter any issues with SIMS you will need to contact your SIMS administrator or Capita support.

Assessments can only be viewed by parents from the Xpressions App, but is coming to the website very soon.

Table of Contents

Getting started

  • Ensure you are logged into SIMS with an account that has permissions to manage assessments.
  • If any of the options specified below or shown in screenshots are missing, you may have insufficient rights and should therefore speak to your SIMS administrator.

Basic Method

1) In SIMS, click on Tools from the menu bar at the top of the page. Then select Performance > Assessment > Category. Right click on CES Assessment Services to add a new category type: Groupcall (if one does not exist already).

2) Right click on the new Groupcall category type to add the category of Parental Emerge. Then save your changes.

3) Click on the Focus menu and select Assessment > From Template tag an existing template, or setup a new one, with the category: Parental Emerge as required.

a. Only add this category to templates that you want parents to be able to see.

4) Each template must contain a valid ResultSet.

5) The Aspect columns in any template you share must not be set to Read Only.

6) Within your Emerge Management Console, click on EMC_Settings.png Settings from the panel at the top of the page.

a. From the Sites panel on the right, select Assessments from the Section drop down menu.
b. Use the value for Oldest Assessment Results (Acad Year) to determine how far back assessments should be collected for display on the student record.
c. If a parental enabled template that has a ResultSet date range greater than this setting, blank results may be displayed to parents.
d. Contact Groupcall Support if you are unsure about this setting.

Assessment template configuration

 

7) Upon completing the above steps, the Assessment template will be visible to parents when they view their Xpressions app.

 


Top Tip: Parents will see any new changes that you have made in SIMS by the next day at the latest from their Xpressions app.

 

Detailed Method

1) In SIMS, click on Tools from the menu bar at the top of the page. Then select Performance > Assessment > Category.

a. Review and accept any warning messages that may appear. Speak to your SIMS administrator and come back to the rest of this process if you encounter any issues.

 Create new category in SIMS

2) Right click on CES Assessment Services to add a new category type: Groupcall, if one does not exist already.

Add  category type

a. Ensure you spell the name of the Category Type exactly as it appears in this guide for the configuration to work - taking note of capital letters and any spaces where needed.

3) Right click on the Groupcall category to add the category required.

Add category required

4) Click Save to ensure that the Parental Emerge category is available for the subsequent steps. Then close the Assessment Category window.

5) You then need to tag a template with the required category. Click on Focus and select Assessment > Template.

Tag a template with the required category

 

6) Choose an Assessment category from the list and navigate to Section 4. Categories. From the list of categories, select the newly created category under Groupcall.

Add parental group to template

7) Each template must contain a valid ResultSet.

Valid ResultSet

8) The Aspect columns in any template you share must not be set to Read Only so ensure this box is left unchecked.

Aspects column - uncheck read only

9) Within your Emerge Management Console, click on EMC_Settings.png Settings from the panel at the top of the page.

10)  From the Sites panel on the right, select Assessments from the Section drop down menu.

a. Use the value for Oldest Assessment Results (Acad Year) to determine how far back assessments should be collected for display on the student record.
b. If a parental enabled template that has a ResultSet date range greater than this setting, blank results may be displayed to parents.
c. Contact Groupcall Support if you are unsure about this setting.

 11) Upon completing the above steps, the Assessment template will be visible to parents when they view their Xpressions app.

.

Top Tip: Parents will see any new changes that you have made in SIMS by the next day at the latest from their Xpressions app.



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